Latest Institutional Purchases of Schwab Strategic Tr Us Dividen (SCHD)
This list provides information on the latest institutional transactions involving Schwab Strategic Tr Us Dividen (SCHD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
622+ 4.79% |
$47.9K - $52.9K
|
13.6K
$378K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
618+ 9.08% |
$47.6K - $52.6K
|
7.42K
$206K
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
618+ 9.7% |
$47.6K - $52.6K
|
6.99K
$194K
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
611+ 15.59% |
$47.1K - $52K
|
4.53K
$126K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
609+ 5.87% |
$46.9K - $51.8K
|
11K
$305K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
605+ 18.05% |
$46.6K - $51.5K
|
3.96K
$110K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
587+ 61.08% |
$45.2K - $49.9K
|
1.55K
$43K
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
584+ 1.19% |
$45K - $49.7K
|
49.6K
$1.38M
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
578+ 566.67% |
$44.5K - $49.2K
|
680
$18.9K
|
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
BUY
|
- |
575+ 2.5% |
$44.3K - $48.9K
|
23.6K
$656K
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
573+ 10.27% |
$44.1K - $48.7K
|
6.15K
$171K
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
572+ 3.91% |
$44.1K - $48.7K
|
15.2K
$422K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
564+ 4.28% |
$43.4K - $48K
|
13.8K
$383K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
560+ 1.28% |
$43.1K - $47.6K
|
44.3K
$1.23M
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
560+ 1.14% |
$43.1K - $47.6K
|
49.5K
$1.38M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
550+ 3.69% |
$42.4K - $46.8K
|
15.4K
$429K
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
547+ 3.91% |
$42.1K - $46.5K
|
14.5K
$404K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
542+ 0.33% |
$41.7K - $46.1K
|
162K
$4.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
535+ 2.99% |
$41.2K - $45.5K
|
18.4K
$513K
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
535+ 14.05% |
$41.2K - $45.5K
|
4.34K
$121K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
529+ 1.77% |
$40.7K - $45K
|
30.5K
$848K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
522+ 3.11% |
$40.2K - $44.4K
|
17.3K
$482K
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
521+ 2.03% |
$40.1K - $44.3K
|
26.2K
$730K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
518+ 1.44% |
$39.9K - $44.1K
|
36.5K
$1.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
513+ 7.93% |
$39.5K - $43.6K
|
6.99K
$194K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
510+ 14.91% |
$39.3K - $43.4K
|
3.93K
$109K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
501+ 0.62% |
$38.6K - $42.6K
|
81K
$2.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
500+ 7.61% |
$38.5K - $42.5K
|
7.07K
$197K
|
|
|
Oct 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
500+ 14.88% |
$38.5K - $42.5K
|
3.86K
$107K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
498+ 9.68% |
$38.4K - $42.4K
|
5.64K
$157K
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
494+ 1.17% |
$38K - $42K
|
42.7K
$1.19M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
489+ 1.24% |
$37.7K - $41.6K
|
39.9K
$1.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
482+ 4.35% |
$37.1K - $41K
|
11.6K
$322K
|
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
BUY
|
- |
481+ 4.16% |
$37K - $40.9K
|
12K
$335K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
479+ 997.92% |
$36.9K - $40.7K
|
527
$14.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
477+ 11.91% |
$36.7K - $40.6K
|
4.48K
$125K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
475+ 14.83% |
$36.6K - $40.4K
|
3.68K
$102K
|
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
473+ 10.6% |
$36.4K - $40.2K
|
4.94K
$137K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
473+ 16.01% |
$36.4K - $40.2K
|
3.43K
$95.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
470+ 1.77% |
$36.2K - $40K
|
27K
$750K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
450New |
$34.7K - $38.3K
|
450
$12.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
450+ 2.35% |
$34.7K - $38.3K
|
19.6K
$544K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
449+ 0.65% |
$34.6K - $38.2K
|
69.2K
$1.92M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
442+ 8.33% |
$34K - $37.6K
|
5.75K
$160K
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
437+ 1.33% |
$33.7K - $37.2K
|
33.2K
$924K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
433+ 3.95% |
$33.3K - $36.8K
|
11.4K
$317K
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
432+ 0.07% |
$33.3K - $36.7K
|
587K
$16.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
430+ 1.73% |
$33.1K - $36.6K
|
25.3K
$703K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
430New |
$33.1K - $36.6K
|
430
$12K
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
429+ 1.41% |
$33K - $36.5K
|
30.8K
$856K
|